Automatic balance scheduling means



KE E SCHEDUL. CALCULATING Nov. 10, 1953 ING MEANS MACHINE AUTOM FOR 12 Sheets-Sheet 1 Filed Jan. 14, 1955 L Ea g Z Eggggggg @Q g nfi B @QQQQQQQ SQQQQQQQQ EQQQQQQQQ @QQUEQQQQQ H Nov. 10, 1953 H. J. DUKE AUTOMATIC BALANCE SCHEDULING MEANS FOR LISTING CALCULATING MACHINES 1-2 Sheets-Sheet 2 Filed Jan. 14, 1953 INVENTOR HARV/E J. DUKE AGENT Nov. 10, 1953 H. J. DUKE AUTOMATIC BALANCE SCHEDULING MEANS FOR LISTING CALCULATING MACHINES 12 SheeCs-Sheet 3 Filed Jan. 14, 1953 INVENTOR HARI/IE J DUKE ZAZMWM AGE/VT Nov. 10, 1953 H. J. DUKE 2,658,669

AUTOMATIC BALANCE SCHEDULING MEANS FOR LISTING CALCULATING MACHINES Filed Jan. 14, 1953 12 Sheets-Sheet 4 INVENTOR HARV/E J. DUKE AGE/VT Nov. 10, 1953 H. J. DUKE MATIC BALANCE SCHEDULING M AUTO BANS FOR LISTING CALCULATING MACHINES l2 Sheets-Sheet 5 Filed Jan. 14, 1955 HARV/E J. DUKE AGENT Filed Jan. 14, 1955 FIG.6

H. J. DUKE AUTOMATIC BALANCE SCHEDULING MEANS FOR LISTING CALCULATING MACHINES lllll N H H H" f.

12 Sheets-Sheet 6 FIG. 7

ti E 69 O 70 a 03- 309 /70 .--/72 ---/7a (Q) INVENTOR HARV/E DUKE A M AGENT Nov. 10, 1953 H. J. DUKE AUTOMATIC BALANCE SCHEDULING MEANS FOR LISTING CALCULATING MACHINES l2 Sheets-Sheet '7 Filed Jan. 14, 1953 INVENTOR HARV/E J. DUKE AGENT NOV. 10, 1953 H DUKE 2,658,669

AUTOMATIC BALANCE SCHEDULING MEANS FOR LISTING CALCULATING MACHINES I Filed Jan. 14, 1953 12 Sheets-Sheet 8 INVENTOR HARV/E J. DUKE AGENT Nov. 10, 1953 H. J. DUKE 2,658,669

AUTCMATIC BALANCE SCHEDULING MEANS FOR LIsTINC CALCULATING MACHINES Filed Jan. 14, 1953 12 Sheets-Sheet 9 FIG. 12

FIG. 13

HA RV/E J DUKE AGENT Nov. 10, 1953 FOR LISTING CALCULATING MACHINES 12 Sheets-Sheet 10 Filed Jan. 14, 1953 OwIum Jwa i firm Bnuentor HARV/E J. DUKE AGE/VT Nov. 10, 1953 D E 2,658,669

AUTOMATIC BALANCE SCHEDULING MEANS FOR LISTING CALCULATING MACHINES Filed Jan. 14, 1955 12 Sheets-Sheet ll INVENTOR HARVMTILDUKE AGENT Nov. 10, 1953 H. .1. DUKE AUTOMATIC BALANCE SCHEDULING MEANS FOR LISTING CALCULATING MACHINES l2 Sheets-Sheet 12 Filed Jan. 14, T953 INVENTOR HARV/E J. DUKE Patentecl Nov. 10, 1953 UNITED STATES PATENT OFFICE AUTOMATIC BALANCE SCHEDULING MEANS FOR LISTING CALCULATING MACHINES Application January 14, 1953, Serial No. 331,220

23 Claims. l

The invention relates to improvements in listing calculating machines and more particularly to means for automatically controlling a pro gram of operations for scheduling the unpaid balances of time payment accounts.

The devices herein disclosed constitute improvements in the devices set forth in U. S. copending application Serial No. 235A53 filed July 6, 1951 by Howard M. Fleming entitled Balance Scheduling Means for Listing Calculating Machines, said application and the present application being both assigned to the Monroe Calculating Machine Company of Orange, New Jersey. Reference is also made to U. S. copending application Serial No. 229,581 filed June 2, 1951 by Howard M. Fleming entitled Adding Listing Machine and assigned to said Monroe Calculating Machine Company.

The Fleming application #235,453 sets forth a means whereby repeated manual operations of a special operations control key (EAL KEY) in combination with repeated alternate manual operations therewith of the plus or the minus operations control keys provides for an accumulative or a reducing balance scheduling, including in either case progressive listing of the month dates in which payments fall due.

The present invention contemplates the provision of means to not only provide for such manual operations control but to also accomplish such scheduling operations automatically, thereby avoiding the repeated manual operations of the control keys.

As a further object, means are provided to automatically terminate the operations when a reducing balance schedule indicates a final payment has been made.

Means are also provided whereby at the completion of a scheduling operation both the keyboard and register means will automatically be in cleared condition ready for a new account.

A further object is the provision of means whereby an operator may terminate or interrupt the automatic scheduling operation and operate manually at will and thereafter restart the automatic operations, all while the keyboard value remains as set.

With the foregoing and incidental features in view, the invention includes the novel features of construction and combination of parts, the essential elements of which are set forth in the appended claims and a preferred embodiment of which is hereinafter described with reference to the drawings which accompany and form a part of this specification.

In the drawings:

Fig. 1 is a diagrammatic plan view of a machine embodying the invention;

Fig. 2 is a section taken substantially on line 2-2 of Fig. 1 showing the keyboard, registering and printing devices;

Fig. 3 is a right-hand elevation of parts just inside the right-hand frame, including the operating keys, the registering operations control slide and parts operated thereby;

Fig. 3A is an enlarged detail view of means for controlling the register operations control slide, showing certain parts in a partially operated position;

Fig. is a right-hand elevation showing the accumulator zeroizing slide and associated total taking mechanism;

Fig. 5 is a right side elevation showing means for engaging and disengaging the accumulators with the actuator segments;

Fig. 6 is a detail plan view of the operation control slides and associated parts;

Fig. 7 is a detail plan view of the clutch lease slide;

Fig. 8 is a right-hand perspective, looking from therear of the machine, showing control means for preventing a zeroizing operation during the second cycle of a negative total operation;

Fig. 9 is a right-hand perspective as viewed underside of the negative total cam shaft indexing means;

Fig. 10 is a detail view of special means for indexing the negative total cam shaft from onehalf to three-quarter turn position;

Fig. 11 is a left-hand perspective showing the means for converting a complemental total registration to a true negative total registration;

Fig. 12 is a right-hand perspective of the parts associated with the month date control wheel;

Fig. 13 is a detail left side elevation of parts associated with control of the printing means;

Fig. l i is a left side elevation of parts associated with control of the printing means;

Fig. 15 is a detail View of a portion of the cyclically operable power devices;

Fig. 16 is a right side elevation showing control means for automatic balance scheduling operations;

Fig. 17 is a left-hand perspective showing means for controlling the registering and cycle starting control slides; and,

Fig. 13 is a detail right-hand elevation of certain parts for controlling automatic balance scheduling operations.

The invention is herein shown as applied to a listing adding machine of well-known type, such as that disclosed in its essential features in U. S. Patent No. 1,932,013 issued October 2 1933 to Loring P. Crosman, and as modified by the disclosures of U. vS Patents 2,307,669 and 2,356,270 issued to the same inventor on January 5, 1943 and September 23, 1943.

For further details of construction not completely described herein, reference is also made in the specification to:

(a) U. S. Patent 2,055,623--October 2.9, 1936,

L. P. Crosman-Calculating Machine (D) U. S. Patent 1,828,180-October 20, 1931,

Clyde Gardner-Calculating Machine U. S. Patent l,915,296--June 27, 1933, L. P.

CrosmanRegister (d) U. S. Patent 2,261,341-N0vember 4, 1941, L. P. Crosman--Adding and Listing Machine (e) U. S. Patent 2,050,302August 11, 1936,

M. Fleming-Listing, Adding. and Subtracting Machine General operation (addition) As more fully set forth in the reference patents, amounts set up on digit keys 2215 (Figs. 1 and 2) for each denominational order are transferred additively or subtractively upon operation. of plus key H t, or minus operating key 214, to an accumulator or register comprising a series of ac cumulator or register wheels 413 by means of a series of spring operated differential actuators 6| ii loosely mounted upon a transverse shaft Gilt. The forward arm of each differential actuator lever tilt is provided with segmental rack teeth, adapted to mesh with the pinions lIZ of the series of accumulator wheels M3. Index bars fiI are pivotally connected to the upper arms of levers 6H1, these index bars being moved, upon counterclockwise rotation of the levers, into engagement with the stems of selectively depressed keys ZIE. The type bars GI I are pivotally connected to the rearward arms of levers BIB, each type bar being provided with a longitudinally disposed series of type representing the digits 0 and 1 to 9.

The digit keys 7H5 which have been depressed to represent a value are latched in position with the bottoms of their stems lying in the path of movement of the stop lugs of the related bars M5, allowing such bars to advance a distance proportional. to the value of the key, upon operation of the machine. Depression of a digit key will also remove a column latch 2 I4 from the path of movement of its related stop bar SIS, these latches preventing movement of a stop bar and lever @Ill in any column in which no key is depressed.

Each of the racks lilo is held in its normal clockwise position against tension of its respective spring 683, by a stud 659 fast in said racks and having engagement with a series of dogs 5!] pivotally mounted upon a transverse rod 6 I 3 sup ported within a rocker frame 6 l 6 loosely mounted on. the shaft Gilt (Figs. 2 and 5).

A. rock shaft 351i (Fig. 3) is oscillated by means of an electric motor loll (Fig. 2) connected through suitable gearing and clutch means Isa-m4 (Fig. 3) with a rock arm 3I6, fast with shaft 3!?! by means of a connecting rod I98 so that, as a crank arm I05 is rotated by the motor, shaft 38 I will be oscillated.

Rock shaft 3! is provided with cam means filt (Figs. 2 and 5) for governing the movement of frame BIG. As shaft 35H is rotated forwardly cam SIB will permit frame 6 I 6 under influence of spring M6" to be rocked counterclockwise and any of the levers Bill which have been released by the depression of digit keys 2 I5 will be allowed to rotate under influence of their springs 683 until they are stopped by the lugs of bar BIS contacting with the stems of the depressed keys. Upon rearward return movement of shaft am the cam HIS will restore frame BIB and the dogs GIT will return the operated levers fill to normal po" sition. This excursion of the levers BID serves to register amounts set in the keyboard upon one or more accumulators 413 and to set up a similar amount on the printing line of the type bars.

Release of clutch pawl I03 is effected upon depression of any of the motor keys, the stems of which. are provided with a cam surface 4!] (Figs. 3 and 4) acting upon depression of a key to move a slide 4| forwardly, thereby operating a bell crank lever 42, raising roller 43 of said lever out of engagement with a suitable opening in a spring operated slide i l (see also Fig. 7). Slide 44 is provided with a lug 45, which upon depression of an operating key and subsequent forward operation of slide M engages the upper arm of a pivoted latch IIil, thereby releasing said latch from clutch control lever I06, whereupon said lever will be moved counterclockwise by its spring 89 and an insulation roller I09 on said lever will act to close a switch I Ill in the circuit of the electric motor. In this movement, the lower end of lever Itifi will be disengaged from the tail of the spring urged clutch pawl 03 and allow said pawl to fall into engagement with the driving clutch member Hi l to effect a machine cycle of operation.

During a cycle of operation the wheels of the accumulators 413, if engaged, are rotated su'b tractively upon the forward stroke or additively upon the return stroke of the actuators 6H1, there being an actuator lever 6N) and an associated accumulator wheel for each order provided in the machine, the timed meshing and unmeshing of the accumulator gears being controlled as follows, and as more fully described in U'. S. Patent 2,055,623 to which reference is made for more detailed description.

As shown (Fig. 2) the accumulator pinions 412 stand normally in mesh with the segment gears of actuators BIB, the accumulator shaft 563 being mounted in guide slots (Fig. 5) of the machine frame so that the accumulator assembly may be moved radially of the actuators, to mesh and un mesh the pinions 412. Shaft 483 is adjusted by means of toggle linkage I0, one member of which is fast upon a rock shaft 2. The linkage is held in either of two adjusted positions by a toggle spring II. Fast upon shaft 2 is a plate 4H3 (Fig. 3) having yieldable spring connection 4 with an arm 5 provided with a lateral flange 22. Pivoted at 33 upon said arm is a cam switch 6 which, with flange 22 of arm lies in the plane of a roller I fixed upon rock arm 3 I 6.

In additive operations incident to depression of key II I roller I will contact cam surface 2I of switch 6 and thereafter with the rear end of flange 22, whereby arm 5 will be raised, thus'rocking shaft 2 and linkage Ill, to unmesh the pinions 412 of the accumulator before the actuators are allowed to move. During the continued forward movement of actuators SIB, arm 5 will be held in raised position by engagement of roller I with the lower surface of flange 22. At the end of the forward stroke, roller I will lift the forward end of switch 6 away from 2. lug 2B of arm 5, and will thereafter move out of contact with the switch, which then returns under influence of a spring into normal relation with the arm. Upon the return stroke of the operating mechanism, roller 1 will engage a cam surface 23 of switch 6, restoring arm 5 and the parts M9, H], and 403 to origina1 position, remeshing the pinions 472 with the segments Ell! to eiifect the registration.

Subtract and non-add operations Subtract and non-add operations are performed in response to the depression of a subtract key 2M and a non-add key 215 respectively, these keys controlling the positioning of a slide i (Fig. 3), which in turn controls the adjustment of the switch it. Slide i4 is held normally in rearward position against the tension of spring it by engagement of the upper end of a lever it with a shoulder of the slide, lever it being provided with an anti-friction roller normally engaging the high point of the cam portion of plate I65. In the operation of the machine lever 16 will be reciprocated, and slide i l will be allowed to move forward under the influence of spring '55. In additive operations, however, this forward movement of slide M is prevented by engagement of a shoulder ll of the slide with the bail 59 which has been displaced by the add key I it. There is no shoulder on slide 14 which may contact with the bail so of subtract key 214, so that when the subtract key is depressed and the machine operated, slide 14 will move to its extreme forward position. Depression of non-add key Zlh will bring its bail 49 into the path of movement of a shoulder It of slide it, to provide for partial forward movement of said slide. Thus slide M will be selectively positioned according to the key depressed, the three positions of the slide being transmitted to switch. 6 by means of an arm 19, pivoted to the slide, and held in relation thereto by the spring 15, and a link connecting arm 79 with an arm of the switch.

Depression of the subtract key will thus effect rocking of switch 6 clockwise about its pivot point whereby cam surface 2! of the switch will lie out of the path of movement of roller 1. Therefore, upon the forward stroke of the operating mechanism roller '5 will move idly over flange 22, allowing the pinions ilfii of the accumulator to remain in mesh with the segments during the subtractive stroke thereof. At the end of the forward stroke roller '1, having momentarily displaced and passed beyond the switch, will be positioned adjacent the surface as of the switch with which it will engage during the return stroke of the operating mechanism, to raise arm 5 and disengage the pinions from the segments before additive movement thereof. During this return movement roller i passes beneath flange 22, and near the end of the movement will engage a projection of arm 5 to restore the parts to normal position.

All of the operation keys are identical in construction, and subtract key 2M, aside from the adjustment of switch 5, will provide for the same functioning of the machine as in the case of add key lid.

Non-add key 215 will also provide for the same functioning of the machine except that switch 6 will be rocked only sufiiciently to bring cam surface 2i parallel with the end of flange 22 of arm 5. This will brin the entire switch below the upper line of the flange, except for a projection of the forward end of the switch which will be above said line. This, however, does not result in any deflection of arm 5, since in the return stroke of the operating mechanism roller I will engage the cam surface 23 of the switch, momentarily rocking the same. Therefore, in nomadd operations roller 1 will be reoiprocated without effecting unmeshing of the pinions 412, and any amounts subtracted from the accumulator wheels by the actuators during the forward stroke of the operating means will be added back during the return stroke.

The forward movement of slide it to engage the clutch lil3i ti t also serves to look any of the operating control keys in their depressed position, by engagement of said slide with a shoulder as of the key stems, thus holding the key in depressed position until restoration of slide M, as hereinafter explained.

Near the end of the cycle of operation of the machine, after actuators till have been brought to rest, means will be operated to restore slide M to thereby release the operation key and any set digit and to disengage the clutch and restore the control elements to normal position. For this purpose an anti-friction roller 5 mounted on a lever to (Fig. l) will be engaged by a cam projection of plate tile, and rocked clockwise against tension of a spring 55 secured at one end to lever 55 and at its other end to a fixed framing of the machine. A pivoted lever 61 has yieldable connection with lever as through means of a spring 65, lever 5'! extending up wardly and into the path of movement of the lug 45 of slide at. Displacement of lever 65 by the cam edge of plate 1165 will therefore retract slide it to and rearwardly beyond its normal position of rest, thereby unlocking the operation keys and permitting roller 433 to again fall into latchin engagement with said slide. The extra rearward movement of slide at is utilized to clear the digit keyboard by means of a pin G9 on said slide engaging a bell crank lever it to impart forward movement to the keyboard locking slides 54 (Fig. 2) as fully set forth in reference Patent No. 2,330,270.

repeat operations are to be performed, the operator maintains finger pressure upon the add or subtract operating keys H4, whereby roller 43 is held out of engaging position with slide 44, so that when, during the final portion of the cycle, the roller of lever drops from the high point of the cam of plate i635, lever til will be moved forwardly slide i i released for forward movement, providing for a second cycle of operation of the machine. When an operating key is so held a portion iii of the keystern (Fig. 3) lying opposite the locking shoulder ili will prevent retraction of slide at rearward beyond normal position, this being permitted by the tensioning of spring [it and providing for non-clearing of the digit keyboard.

A manually settable lever iii; (Figs. 7 and i6), pivoted to the framing at ill, has a projection H12 adapted in the rearward setting of said lever to be positioned in the path of movement of a shoulder Pit of slide it to also prevent rearward movement of said slide beyond normal position to prevent a clearing of the keyboard.

On the above described restoral of slide 454 the projection 45 will permit latch M2 to fall and rest upon the projection its of latch Near the end of the clockwise movement or lever a projection 65" (Fig. l) thereof engages and rocks lever E86 into the path of movement of clutch pawl N93 to disengage said pawl driving member ltd, whereupon latch H2 reengages projection Hit terminating the cycle of operation.

Each accumulator wheel unit is connected to the hi her order accumulator wheels by well known tens transfer mechanism of the crawl carry type, such as described in U. 5. Patent 1,828,180, issued to Clyde Gardner on October 20, 1931.

Printing Printing is effected during a cycle of operation upon a record sheet which is inserted around the usual platen 89I mounted within the framing of the carriage in the well known manner. The digit type is solidly set in the type bars I, and these type bars are normally held in forward position substantially spaced from the platen 89I by means of springs I45 (Fig. 2). Adapted for engagement with the forward face of each type bar 'BII is a hammer I45, mounted upon a shaft I41 fixed in the machine frame. The hammers are operated by means of their respective springs I48, and are normally held tensioned by means of a bail I49, suspended from shaft I41 and connected by a link I55 with a rock arm I5I (Figs. 5 and 14). Arm I5I is fast upon a shaft 302 upon which is also fast an arm 321 having link connection 323 with the motor driven arm 316 (Figs. 3 and 15). Thus, upon motor operation, and during the counterclockwise rotation of frame BIB, shaft 302 will be rocked clockwise (Fig. 3, counterclockwise Figs. 13 and 14) and hail I49 moves forward slowly permitting any of the hammers I45 which are to be inactive relative to printing to rotate gradually therewith in a clockwise direction until the type bars 8H are forced to a position wherein the type at the printing line will be closely adjacent the surface I49 is held in this posiof platen 59L Bail tion during the printing operation, effective in the active orders as hereinafter described, and is subsequently returned to restore the hammers to normal position. This is the entire operation of any of the hammers I45 located in columns to the left of those wherein keys 2I5 have been depressed.

Action of the hammers I46 in the active columns is controlled as follows:

A series of latches I52 (one for each hammer I46) is provided, the latches being pivotally mounted upon a shaft I53 fixed in the machine framing, and being urged counterclockwise to latching position by the springs I48, which connect the latches I52 and the hammers I46. Each latch I52 lies beneath a lug I54 of the related type bar GI I, and in the normal position of rest of the type bars the latches are held out of engagement with lugs I55 of the hammers by means of a bail 56 supported from shaft I53 and ex tending across the top edge of the latches. Pivotally secured to the left end of bail I55 is a downwardly extending arm I6] (Figs. 13 and 14) provided with a laterally extending lug I52 underlying the projection I53 of a lever I64 loosely mounted upon the left end of shaft I41. Lever I64 is provided with a cam slot embracing a roller I'BI fast to the arm I5I secured to the power operated shaft 302 and is adapted in its normal position of rest to hold bail I56, and

thereby latches I52 in depressed position.

During counterclockwise movement of shaft 302 (Figs. 13 and 14) previously described, arm I5I will be rocked downwardly and roller I51 will impart a counterclockwise motion to cam lever I64 to release bail I56, permitting said bail to be rocked upwardly under influence of a spring I59, and the latches I52 will also be permitted a limited upward movement, under influence of their respective springs I48 until stopped by engagement with the projections I54 of the related type bars 6I I. Upon rotation of an actuator 'BIII, however, and consequent displacement of a type bar 6i I, the lug I54 of said bar will be moved upwardly away from its related latch I52 which latch will thereupon continue further its upward movement until stopped by engagement with the lug I55 of its related hammer, in which position a shoulder I69 of latch I52 is in the path of movement of lug I55 of the hammer. The engagement of latches I52 with lugs I55 is timed to occur before any substantial movement of the hammers is allowed by bail I49, previously described.

Arm IBI is provided with a depending hook I51 adapted when the machine is used for normal adding listing operations (as determined by the setting of a manually adjusted lever I68 hereinafter described), to be engaged near the extreme forward movement of the actuator drive by a lug I58 of arm I5I and depress bail I56, thereby releasing latches I52 from engagement with the hammers I45. Thereupon hammers I46 will be violently operated by their springs I48, imparting suhicient momentum to the type bars BII to insure printing engagement of the type v with the record sheet.

In order to effect printing of zeros by the type bars to the right of those displaced by the actuators BIO, the value printing hammers are provided with the usual overlapping tails I50 (Fig. 2) which serve to hold in spring charged condition the hammers located to the right of one secured by its latch. In other words, a latch I52, upon movement of bail I55, will release its related hammer I46, and all hammers lying to the right thereof, for printing operations as more fully shown and described in the reference patents.

Line spacing means, operable by reciprocatory movement of an arm 395 (Fig. 14) having suitable drive connections 39! with the power shaft 352 (Fig. 15), are also provided, as fully set forth in reference Patent 1,915,296.

Total and sub-total As well known and fully set forth in the reference patents, in machines of this type totals are printed by first disengaging the actuators EIU (Fig. 2) from their column latches 2I4 and thereafter from the frame Elli by tripping dogs BI'I in successive order from right to left, allowing the racks to move subtractively under influence of their springs 583 to rotate the accumulator wheels to zero, in which position the wheels are held by engagement with appropriate stops. Following this, the cycling of the machine will effect operation of the printing means at the end of the forward stroke of the operating means and thereafter frame BIS will pick up and return the actuators to normal position. Successive release of the racks SM is essential because of the character of the tens transfer mechanism employed between the accumulator wheels, 1. e., the crawl carry type, wherein every unit of movement of a lower order wheel transmits one tenth of a unit of movement to the next adjacent higher order wheel. Therefore, in zeroizing, as each lower order wheel is returned to 0 it will subtract from the higher order wheel the fractional movement previously transmitted.

The above and other special functions are effected upon depression of the total key 218, under control of various spring slides 14, 8I, 94 and 4H (Fig. 6) lying beneath pivoted bails 49, depressible by their related machine operating key to control the extent of forward movement of said slides as will now be described.

Depression of total key 218 will release slide 44 (Figs. 3 and 7), which overlies slides "M, 8!, 94 and 41!, to start motor operation as previously described for the other keys and will permit a full movement of the slide 14 to set the operation control means 6 for subtractive operation, that is to say, the accumulator pinions H2 will be left in mesh during the zeroizing operation and will be unmeshed before the additive stroke of the actuators 6 I is effected.

It is desired to effect the various adjustments of the controlling mechanisms by power from the motor, and consequently upon depression of the total key the clutch will be allowed a limited driving movement, during which the stop (H will be moved laterally free of the column stops 2 id, as described more fully later, and then the motor operation will be interrupted to give time for the completion of the zeroizing operation, at the conclusion of which the clutch wili be reengaged and the cycle of operation completed. For this purpose, a slide 85 (Fig. i), which is blocked against oper .tion when bails 59 related to other operating keys are depressed, will be allowed to operate, i. e., move forward, upon depression of the total key, under influence of spring 82. Slide 8! is pivotally connected with a link 83 having pin and slot engagement with a latch 85.

Forward movement of slide 3| is effected simultaneously with the forward movement of lever in (Fig. 3), oscillated during each cycle of operation of crank arm plate Edd, and link moved downwardly, tensioning a spring ":13 wine; then tends to move latch 34 clockwise about its pivotal support. The free end of latch 36, however, engages a spring pressed arm 83, pivoted upon the machine frame and having an antifriction roller 36' engaging the cam edge of plate IE5. During the first part of the cycle of opera-- tion the roller fi l ofarm 8 5 will ride to and beyond the high point of the plate I55 as the latter rotates, rotating arm Ed clockwise and allowing latch {is to fall into a notch formed in the upper end of said arm, to maintain the arm in rocked position. A rearward extension 8? of arm 85 is thus held by latch in the path of rotary movement of the clutch pawl En gagement of the pawl with extension iii serves to disengage the pawl from the driving member HM of the clutch and to hold it in disengaged position.

The slide 65 also has link connection 38 with an arm 13%, pivoted upon a transverse rod mounted in the right and left machine frames and provided with a finger ldS which is brought during movement of slide 8i into contact with a stud 358 fixed in a lever 35! fulcrum-ed at 352 upon a support arm pivotally mounted on a shaft 35 5 supported within suitable fixed fran1- ing of the machine.

Lever 353 has link connection 355 with an arm 35S pivotally mounted at 35? to the fixed framing of the machine and which constitutes one arm of a toggle means, the other end of which has pivotal connection at 353 with an arm 35S pinned fast to the shaft Engagement of finger use with stud 353 will impart clockwise movement to lever about shaft 35 and through link connection 355 also imparts a rearward movement to toggle 3% sufficient for a suitable spring sec to complete the rearward movement thereof and in so doing impart a counterclockwise movement (Fig. i) to the shaft @5 5. counterclockwise movement of shaft 35 effects operation of the successive zeroizing devices, in the manner as fully set forth in I-atent 2,261,341 and is thereafter restored, following the printing operation at the end of t a forward stroke of a machine cycle, by ergag ment or" Din 3% of cam arm 3H3 with lever fulcrumed to arm 356 at 37!.

When the highest order accumulator wheel is rotated to its zero position said zeroizlng means imparts clockwise movement (Fig. 4), through suitable link connection (not shown), to a transverse shaft 3 'l9 upon the right end of which is an arm 3-39. Arm 3% is provided with a projection 38! adapted in said mov ment to engage the lower end of latch 84 and rock said latch out of restraining engagement with arm 36. Arm is thereupon rocked counterclockwise by its spring 85 out of engagement with clutch pawl its permitting said pawl to reengage clutch mean her led to restart the interrupted cycle and a printing operation in the manner as previously described.

As more fully set forth in reference Patent 2,330,270, in order that the keyboard may be free for the setting up of an item during portion of the totaling operation, the index bars did are designed to be shifted laterally out of position of engagement with the key stems as follows:

The index bars {ii-5 are supported near their ends in sliding plates (Fig. 6) urged toward the right side of the machine by springs Eli no ends of the bars are engaged by a pair of hell crank levers Q2, these levers being provided with shoulders 92 engaging projections of the slide as (Fig. 5). Slide tit lies parallel to the slides id and 82, and is likewise reciprccated by the operation of lever 73, being moved toward the front of the machine under influence of the springs 9!. In add, subtract, and non-add operations, bails Ag of the add, subtract, and horn add keys are depressed into position in front of suitable notched shoulders as out in the slide to prevent operation thereof. Normally, the lever it (Fig. 3) through slide will serve to hold the index bars tie in normal relation to the digit keys 2 l5 and to the zero latches 2 is as seen in Fig. 6. Upon forward movement of lever and slide as therewith, springs 9i will move plates 98 and index bars 655 toward the right, out of position of contact with the keys and also out of contact with the zero latches 2%. The plates 99 operate individually so that there can be no jamming of the parts due to twisting action.

Sub-total key 213 operates precisely in the manner of total key Zlii, except that slide (Fig. 3) is held in a partially operated position by engagement of the bail 39 related to the total key with a shoulder ll of the slide. Thus. switch 6 is held in position for a non-add operation whereby the total subtracted from the accumulator wheels is restored thereto during the return stroke of the operating mechan: .11 as well known in the art and described in the reference patents.

True negative totals Overdraft control devices are provided wherein a movement of the highest order (9th column) actuator lever 6i!) from its 8 to 9 index position will control the means for converting a negative total (registered as the complement of a true negative total) to a true negative total registration and thereafter printing it as such.

Whenever a negative total value has been accumulated upon the register wheels 4ft, a suecessive zeroizing operation of the register wheels will include a complemental nines registration carried up to the highest order wheel, and a movement of the highest (9th column) order actuator file with its type bar til to the nine digit printing position will be utilized to set the true negative total devices into operation in the manner similar to that as set forth in Patent 1,915,296.

As described in said patent, the method of converting a complemental negative total to a true negative total involves three subtractive cycles of motor operation and two total setting actions of the zeroizing devices.

A set of stops 435 (Figs. 2 and ll) yieldably engaging the segments 610 are locked in position as adjusted thereby in accordance with the complemental registration and the segments 6H3 are thereafter restored idly to normal position. The segments are now again released and will be stopped by the stops 435-, the accumulator 4'43 being meshed during this subtractive stroke of the segments, whereby the complement is subtracted from zero giving a registration of the true negative total. The segments Gill are again restored idly to normal position by a cycle of operation of frame 816, and the stops 435 are released so that a second zeroizing operation will now transfer the true total to the type bars. The printing of the total, which normally occurs at the end of the first total setting operation, has in this case been delayed, and will occur afterthe true total is set.

Loosely mounted upon a transverse shaft 4H, suitably journaled within the left and right hand frames of the machine, is a lever 418, the lower end N8 of which is bent toward the right and then upwardly and around shaft 4l'l. Lever M8 is latched in counterclockwise position as seen in Fig. 11 by the engagement of a projection 420 of a rock plate 412, loosely mounted on transverse shaft 408, with the notched surface 42! of said lever. The 9th order actuator rack (H9 in moving frame 8 to 9 index position will engage projection 4M and impart a counterclockwise rocking movement to the plate 412, thereby lifting projection 420 out of engagement with lever 418 and permitting a clockwise movement of said lever. Clockwise movement of lever 4? will set certain control devices for negative total operations, including means for indexing the shaft 411 a quarter of a revolution during a cycle of operation. Fast upon shaft 4|! are various cam members which perform certain functions during negative total operations as will be described.

The rock shaft 351, cyclically operable as previously described, has fast thereon a U-shaped arm 423 (Figs. 9 and 11) which supports a rod 424 upon which is pivotally mounted parallel links 425. The opposite end of links 425 are pivotally connected to a rod 426 mounted within the end portions of a lever 421, also U-shaped and loosely mounted upon the cam shaft 411. Fulcrumed on rod 426 is a pawl 428, spring held against the peripheral diameter of a four-tooth ratchet wheel 429 secured to the shaft 411. During each machine cycle of operation, a reciprocatory movement is imparted to lever 42'! and to pawl 428 about shaft 4| 1. In operations other than when a negative total is to be printed, pawl 428 during this movement will be prevented from engaging with the teeth of ratchet wheel 429 by entering the recessed end 43! of a hook-shaped lever 43!. Lever 43| is loosely mounted upon a f2 transverse shaft 432 and is held normally in'position to receive pawl 42% by an arm 43l" of lever 431, extending through a suitable orifice. of the crossover part 443 of thelatched lever 418.

Upon release of lever M8 in a negative total operation, in the manner above set forth, a spring 434 will rock lever 43! counterclockwise, as viewed in Fig. 11, whereupon the end 43f thereof is moved beyond the path of movement of pawl 423, and said pawl in its return movement during the later half of a machine cycle will engage a toothof ratchet wheel 423 to impart a. quarter turn to the cam shaft 4| '4.

For each order actuator BID provided in the machine, there is a stop member 435. loosely mounted upon a transverse shaft 436 journaled within the framing of the machine. Each stop member is adapted for engagement by the forward end of its corresponding order actuator rack arm tit, so that a movement of said racks. to register a value and to bring its related type bar to printing position will be. imparted to its related stop member 435. During the first zeroizing operation, therefore, the rack arms are in clearing the accumulator wheels 413 to zero will adjust the stops 435 according to the complemental value accumulated upon the accumulator.

Near the end of the forward stroke of the first cycle of operation, cam arm 318 (Fig. 2) fast to rock shaft as: will engage the projection 43! of a rearwardly extending lever 438, loosely mounted upon shaft 436, rocking said lever downwardly. A projection 43d of lever 438 overlies an arm 445 fast to a notched shaft 44[ (Fig. 11) and in the downward movement of lever 438 will impart a clockwise rotative movement to said shaft to bring the flattened portions thereof into engagement with the serrated edges of stop members 435, thereby locking said members in their adiusted positions.

Loosely supported upon shaft 432 is a frame 442 formed as a hook 442' at its left end and provided with an arm 443 at the right end positioned in the path of movement of a cam memher 444 fast to the cam shaft 4H. During the first quarter turn of shaft 4, in the return stroke of the first operating cycle, cam 444 will rock hook 442' of frame 442 into engagment with arm 438 to latch said arm in depressed position, thereby locking the stops 435 in their adjusted positions, until subsequently released during the return stroke of the second cycle of operation as will be described. A suitable spring tensioned latch 445 will engage projection 43'! of lever 438 as said lever is rocked downwardly at the end of the forward stroke of the operation to hold said lever in depressed position while the engagement of hook 442 therewith is being effected in the return stroke. Latch 445 is thereafter disengaged from projection 43? at the end of the return stroke of rock arm M8 (Fig. 5) by means of a pin 445 in said arm engaging the cam surface 44'! of said latch.

It will be recalled that near the end of a cycle of operation the crank arm I65 (Fig. 3) acts through bell crank 76 to restore the various operating control slides l4, 3!, 94 and 4' to their rearward positions, and that said crank arm through bell crank 55 (Fig. 4), spring 68 and lever 5? also restores operating slide 44 to permit reengagement of latch H2 with clutch lever I-06 to terminate a machine cycle of operation. Also, restoration of slide 44 to and beyond its normal rearward position acts to clear the keyboardin. cluding a depressed operating key.

So that the machine may continue in cycles of operation, the slide :34 is caused to be latched in forward operating position until the end of the third or printing cycle of operation as follows.

Loosely mounted upon shaft 132 (Fig. 11) is a U shaped lever one end of which has pin and slot connection with a lever 35d fulcrumed to the framing at 251. Lever 456 is provided with a lug dill! normally held in a lowered position out of the path of movement of a projection 153 (see Fig. 1'?) of the operating slide through means of a latch ce l (Fig. 11) having engagement with a lug of lever M8. Latch 15 i is loosely mounted upon shaft ill and is held in engagement with lug by a spring @56 connected between said latch and the cross member $58 of lever M8 (see also Fig. 8). Upon a clockwise movement of lever dill, previously described, the rearward edge of crossover ill ill rock latch 45d out of engagement with lug e55, permitting a clockwise movement of lever (as seen in il, counterclockwise in Fig. l) by its spring iii? until stopped by the engagement of end MS of said lever with the lower peripheral diameter of a cam 453 fast to cam shaft lii. lhe above movement of lever 448 rocks lever to carry lug 152 upwardly into the path of return movement of projection 453 (Fig. 1"?) of slide M to thereby prevent a return movement of the slide, and the total key will thus remain in depressed position. Also, the relatching of clutch lever lot by latch H2 is thereby prevented and lever tilt under influence of its spring so rocks out of the path of cyclic movement of clutch pawl ltd before engagement of said pawl with lever 5 it can be efiected. This permits a second cycle of operation during which slide l lagain conditions the operation control means for a subtractive operation.

To prevent a tripping of the zeroizing devices during the second cycle of operation, the control slide 8i (Figs. and 8) will be held in returned rearward position as follows.

A ball crank lever see (Fig. 8) is fulcrumed at itfi upon the right-hand frame of the machine, and is held against a counterclockwise urge of its spring 4532 through contact with the largest peripheral diameter of a cam 4553 fast to the shaft all. The rearward arm L359 of hell crank 459 is provided with a lug 455 which extends beneath the zeroizing control slide 81, and is normally held by cam in a downward position out of the path of forward movement of a projection tea formed on the underside of the rearward end of said slide as shown in Fig. l.

Indexing of shaft ill one quarter turn during the first cycle of machine operation, however, will rotate cam cs2. bringing an intermediate peripheral diameter surface of said cam opposite bell crank which will permit of partial movement counterclockwise thereof and, as cam W5 subsequently restores slide {ii to its rearward position, the lu will first engage the under surface of projection 265, and thereafter will raise into position to block a forward movement of projection 1655, thus holding slide ti in its rearward position during the second cycle of machine operation.

During the second cycle of operation, rack arms "old are limited in their forward movement by the stops 535, as earlier set forth, and will subtract the complemental value stored in said stops from the cleared accumulator, thereby leaving a true negative total Value stored in the accumulator. On the return movement of the second cycle of operation, cam shaft 411 will again be indexed by pawl 428 a quarter turn to thereby condition the parts for a third cycle, during which cycle a totalizing operation is again initiated to clear the accumulator and cause the true negative total value stored therein to be printed upon the record sheet as will be described. In the indexing of shaft 4i! during the second cycle, cam 563 is rotated and will present a lower peripheral diameter to the lever 159. To prevent a movement of lever 359 which would cause a premature tripping of the zeroizing means by releasing slide St at this time, lever to?) is prevented from following the contour of cam by means of a spring tensioned latch ass pivotally mounted upon the framing at 361 and adapted to engage with lllg dri l in the described operated position of lever ite. Near the end of the second cycle, however, the slide restoring lever it (Fig. 3) will disengage latch 466 from lug and lever 559 will rock further in its counterclockwise direction to carry lug 4B4 upwardly of the projection 585, so that slide 8| will be permitted to move forwardly in the third cycle of operation.

Indexing of shaft rill during a second cycle of operation also rotates cam M l (Fi 11) away from arm i ifs permitting frame 242, under influence of its spihg 68, to rock hook 32 out of engagement with lever 238. Near the end of the cycle, therefore, as latch M5 is tripped by 358 as previously set forth, notched shaft it! will be rocked out of engagement with stops by a spring #369 (Fig. 2), permitting said stops to be restored to their normal zero setting positions by their respective springs 4&3.

Printing and line spacing will be held in abeyance for the first two cycles of operation as follows.

There is loosely mounted upon shaft 432 a bail file (Figs. 11 and 14) held in clockwise position against tension of a spring lls by engagement of the right-hand end or" said ball with the crossover portion cic' oi the lever lli Upon release and consequent clockwise movement of lever M8, previously described, bail il will rock counterclockwise under influence of spring W5 until stopped by engagement of the upwardly extending left end did of said bail with the lower peripheral diameter of a cam member ill; secured to shaft ill. Bail ii-t has link connection ill with a U-shaped latch lever dill loosely mounted upon support shaft and upon counterclcckwise movement of bail link till moves rearwardly rocking said latch dtl clockwise. Clockwise movement of lever t? serves to posi tion a hook end tilt of said lever into the path or" movement of a lug sec of the arm 396 which operates the platen feed devices, and thereby blocks movement of said arm to prevent a line spacing operation. Also the clockwise movement of lever Gill serves to position hook end it? of lever lti out of the path of movement of lug i558 to prevent the operation of the printing hammers previously described.

Indexing of shaft 46'! during the later half of the second cycle or" operation, however, rotates cam 416, and said cam at this time will restore bail fil -l clockwise and thereby rock hook end 479 from the paper feed arm 396 while permitting spring I59 to restore the printing hammer control arm lfil, so that the printing and paper feed devices will be free to operate during the third cycle of operation.

Since clutch operating slide 44 is still latched in its forward clutch releasing position by lever 450, the machine will continue to operate for a third cycle during which the various operating control slides 14, 8|, Q4 and 4 are again caused to move forwardly and control the character of registration, tripping of the zeorizing means and a lateral adjustment of frames 90 which support the stop bars Gl5, all as in the manner set forth for the first cycle of operation. Operation of the zeroizing means incident to the third cycle of operation, however, now positions the type bars 6H according to the true negative total value stored in the accumulator wheels 413. Printing and line spacing means is also effective for operation as above set forth and the true negative value is printed upon the record sheet at. the end of the forward stroke, and the paper feed devices are operated during the return stroke, in the well known manner previously described.

Special means are provided to index cam shaft 411 a quarter turn to its three-quarter turn position during the forward stroke of the third cycle of operation, following which the regular indexing means will operate on the return stroke to rotate the shaft a fourth quarter turn tov its normal position.

Loosely mounted upon shaft 4!! is a U-shaped lever 482 (Figs. 10 and 11) within the end supports of which is pivotally mounted a pawl 4B3 held by means of spring 484 against a one-tooth ratchet wheel 485 fast to the shaft 4H. Lever 482 has link connection 486 with the power op erated arm 3l8, so that during a forward movement of said arm the lever 482 will carry pawl 483 in an are around wheel 4B5, equivalent to onequarter turn, and thereafter is returned during the return movement of arm 3 l 8. The tooth 485 of ratchet wheel 485 is normally in the position illustrated in Fig. 10 out of cooperation with pawl 483 during the first and second cycles of operation. At the end of the second cycle, however, shaft 4!! having been rotated a half revolution, the tooth 485 will have passed under pawl 483 and will be in the position illustrated by dotted lines. During the forward stroke of a third cycle, therefore, pawl 483 will engage tooth 485' and rotate shaft 4!! from its half to a three-quarter rotated position. During this movement of shaft 411, a higher peripheral diameter of the. cam 458 (Figs. 4 and 11) is positioned opposite end 448' and rocks lever 448 clockwise to thereby restore lever 45H, disengaging the projection 452 of said lever from the projection 453 of operating slide 44 (Fig. 17). Slide 44 is now free to be subsequently returned to its rearward position during the return stroke of the. cycle, and permit reengagement of the latch H2 with clutch lever I86 to stop the machine at the end of the cycle as earlier described.

During the operation of shaft 4i! by pawl 483, the cam 453 (Fig. 8) rocks the lower part of lever 459 flexing the spring 46!, and as control slide 81 is subsequently restored to rearward position by lever 16, projection 465 is carried rearwardly of lug 464 and, upon release of latch 466 by lever is, spring 46! restoresv the lever 459 to its normal position wherein lug 464 is again positioned below the path of movement of projection 465.

In the manner previously set forth shaft 4!? is now again indexed on the return stroke of the machine a quarter turn to thereby complete one revolution and is again in its normal or starting position. During the final quarter operation of shaft 4!! a cam. 481 secured thereon will wipe past roller 488 of lever 43!, restoring said lever and, through projection 43!", the overdraft control lever All; to their normal positions, wherein lever 418 will again be reengaged with latch 42D, and holds lever 43l in the position to prevent operation of shaft 4i! by the indexing pawl 428. Restoral of lever 418 will also permit reengagement of latch 454 with lug 455 of lever 448 prior to the release of said lever from the high part of cam 458;. Also lever 4? will reengage with lever 41 4 prior to the release of end 414' of said lever from the high part of the cam 476, and all parts are now again at their normal position ofv rest. A suitable spring tensioned locator means 489 is provided as shown in Fig. 11 to hold shaft 411 in each of its indexed positions.

Negative sub-totals As in the well known Monroe adding listing calculator, which employs an improved embodiment of the devices of U. S. Patent No. 2,050, 302, negative sub-total operations are performed by first zeroizing the accumulator wheels and transf erring the complemental value registered thereon into the stops 435 during the first machine cycle of operation, then subtracting the oomplemental value from the cleared accumulator wheels during a second machine. cycle leaving the wheels with a true credit balance registered thereon, a second totalizing operation then again clears the wheels and transfers the true credit balance value to the stops 435 during the third machine cycle of operation, and a fourth machine cycle of operation thereafter prints the true negative total value and subtracts said value, from the cleared wheels, leaving the wheels with the complement of the true negative. total value again registered thereon.

To simplify the description it will be understood that, except as hereinafter described, the overdraft devices will function during the first three cycles of the negative sub-total operation in the same manner as fully setv forth for a negative total operation. A negative sub-total operation, however, utilizes four cycles of machine operation in contrast to three cycles as used for negative total operations. lhe timing, therefore, of certain functions. during negative subtotal operations must be delayed to a cycle subsequent to that as employed in negative total operations, as hereinafter described.

Cams 416, 444, 453 and 463 on the negative total shaft 411 are formed as. double edged earns, the cam edges 416, 444', 458' and 463' being adjacent on the right and located around shaft 4|! so as to effect a timing of the sequence of operations of the overdraft control devices earlier described to occur as follows.

In order that no printi'o will be effected on the first, second and third cycles of operations cam 476 will not operate lever to effect a release of the printing disabling devices until the return stroke of the third cycle of operation, whereupon said printing means is then free to be operated during the fourth cycle of machine operation, in the manner previously described for negative total operations.

The cam 444' is adapted to operate latch 442 to lock segments 435 in their adjusted positions in the first and third cycles of operations so that in the second cycle of machine operation segmentsv may control the extent of a subtractive operation of the accumulator wheels in accordance with the complemental value stored in the segments and during the fourth cycle of opera 

